Seamlessly connect Financial Services clients who prefer WhatsApp with businesses who use email & Microsoft Teams

Clients want to communicate with you from their preferred messaging app, such as WhatsApp or WeChat. But this creates significant challenges as messages on standalone phones lead to compliance issues, loss of managerial oversight and unrecorded time.

ClientWindow solves all these challenges by integrating client WhatsApp and WeChat messages with your business email and Microsoft Teams accounts.

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Some of our happy customers include

Delight accountancy and bookkeeping clients who increasingly prefer the convenience of messaging apps.

Solve your compliance, data retention and privacy challenges

By connecting clients who send chats on messaging apps with business teams using email and industry software, ClientWindow allows firms to offer modern communications without compromising on compliance.

Meet regulatory and privacy requirements including those set by the FCA (UK) and GDPR.
Securely manage communication history for effective e-discovery and audit trails.
Integration with third-party storage systems, such as email archiving software.
Centralise all messaging app data to ensure it is robustly managed and stored securely to help prevent data leaks and loss, especially when employees exit.
Send documents and attachments securely from your business email to your clients' messaging apps.

Boost billing and give your firm the competitive edge

Your time tracking and billing relies on an accurate representation of how your teams spend their time. By using ClientWindow, you will ensure that all time and conversations, across all channels, is captured.

Track your time more effectively for accurate billing.
Streamline your processes and save management time with a single view of client communications across all channels.
Effortlessly scale your client chat messaging offering whilst continuing to use business level tools internally.

Build better client relationships

ClientWindow helps you build strong client relationships by providing excellent communications.

Clients use their preferred messaging app, such as WhatsApp and WeChat, and business teams continue to use their email, without any disruption.
Manage client conversations more efficiently and effectively with team-wide visibility and proper management oversight.
Client messages are not siloed, lost or forgotten on standalone phones.
Create strong client relationships with convenient, personalised communications.

Solve your communications challenges with ClientWindow.

Scalable Client Chat Messaging
Fast & Simple Onboarding
Integrated with your Business Systems

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January 16, 2025

Free Guide

The Benefits of offering WhatsApp as a communication platform to your customers

Chat messaging has become an increasingly popular method of communication in recent years with platforms like WhatsApp being used by billions of people around the world. In this guide we will explore the benefits of implementing WhatsApp as a means to communicate with your clients.

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